AEONTS reported 3Q24 (end of Nov 24) at Bt788.57m, +11.7% yoy, beats Bt687m consensus, thanks to Bt94m gain on disposal of AEON Microfinance (Myanmar) in Nov 2024, operation wise PPOP came in at Bt2.6b, -4.9% yoy, -12.6% qoq, loan port -4.4% yoy & -1.8% qoq, NPLs -0.3% qoq to Bt5.3b but NPL ratio increased due […]
Read More →BLAND wants to develop Muang Thong Thani as a smart city district, with plans to build a new seafood and fruit centre offering goods at affordable price to attract tourists to Nonthaburi, banking on the Pink Line monorail service that is scheduled to start running there next year. Comment: It’s been a multi decade play […]
Read More →BGC mulls revising up FY24 sales target following positive surprised bottles & packaging sales, supported by tourism, long summer season, consumption during Songkran festive. Comment: Does that mean singha beers > chang beers? CENTEL’s 95 guestrooms first affordable lifestyle brand hotel, COSI Vientiane Nap Phu in Laos opens today. Comment: Cookie munsterrrr FLOYD wins 2 […]
Read More →AAV upbeats FY24 earnings as TH-China flights jumped 3 fold following visa wavier became effective, upside from BKK (DMK) – Beijing route, mulls adding 3k seats domestic & international flights to capture travel demand during Songkran festive in Apr, aims to keeps LCC market share within 35-40% range, lower exp on interest & aircraft upgrade […]
Read More →ASIAN sets Bt11.3b revenue target this year from aqua and pet food, sets Bt535m capex to boost production efficiency for future growth. Comment: Will the petfood story come back again? The business is there and stable on a volume basis (granted there was that covid pump) INSET sets 15% revenue growth target, focusing on data […]
Read More →BDMS expects AI to be vital role in lung cancer diagnosis & treatment, which helps analyze images, providing multi-cancer risk screening for early detection thru blood tests that can identify circulating tumor, enables doctors to detect development of early-stage lung cancer, lead to better outcomes & increase chance of survival. Comment: Aging expensive doctors are […]
Read More →AH’s board approved dissolution of Hyundai Motor Thailand (20% holding), MHTH has not been operation since April 1,2023, no impact on the ongoing operation of the company AOT will extend service hours of Chiang Mai International to 24-hr in November from current 6am till midnight from Nov 1, Thai Vietjet adding direct flight from Chiang […]
Read More →CIVIL upbeats 4Q earnings from Bt1.38b highway project transfer to Department of Highway, Bt23.92b backlog assures earnings visibility. COTTO: 3Qnp @ Bt210m, +55% yoy, thanks to lower energy costs for tiles & building material production, sales +4% yoy, board approved investment in production line of stone plastic composite (SPC) capacity 1.8m sq.m. p.a. at Hinkong […]
Read More →AAI reaffirms 2H turnaround driven by recovery PET foods order from overseas clients aft excess inventory jitter eased, 1 new client (private label) on board, expects margin widen from lower tuna price, higher utilization rate and tail wind from weak THB. Comment: So…take the bet before earnings…or wait and see… CPN sets Bt600m promo budget […]
Read More →ADVANC rolls out iPhone 15 bundle package to boost ARPU, mulls expanding 5G coverage after obtained 700 MHz from NT lifts capacity from 2 x 15MHz to 2 x 20MHz, aims to boost marketshare up country. Comment: And every isheep shall proclaim how USB-C is the greatest gift to mankind and the rest of us […]
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